Lake Cornelia Capital's Judd Arnold on $TOI and a bunch of other stuff
Episode #358
Judd Arnold from Lake Cornelia Capital (see his new substack here) joins for a wide ranging discussion of inflection investing, $TOI's unique oncology model, and tons of stuff on risk management and portfolio construction.
This podcast is sponsored by Trata
I already know you’re going to like trata. Why? Because you’re reading this blog post, meaning you’re interested in this podcast. And trata is just like this podcast (though without the handsome host!). Trata is anonymized transcripts of buysiders discussing stocks they are following and what they really think will drive the stock. I’ve been mentioning it on the podcast for months, and the most frequent complaint I hear from people who check it out is they wish trata had more content on more of their stocks. If you want to see why people like the coverage so much (and check out the CZR name we were supposed to cover on the podcast), you can see a recent CZR transcript free here.
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Transcript for paid subs begins below